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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,137 | $82,133-35.3% | $147,318-63.9% | $64,097-17.1% |
| Participation rate | 26.9% | 62.3%-35.4pp | 82.1%-55.2pp | 55.2%-28.3pp |
| Annual return | 22.44% | 78.78%-56.3pp | 70.43%-48.0pp | 34.64%-12.2pp |
| Employer contribution / active EE | $398 | $2,872-86.1% | $4,593-91.3% | $1,891-79.0% |
| Participant deferral / active EE | $1,218 | $5,407-77.5% | $7,906-84.6% | $3,080-60.5% |
| Admin fee / account holder | $1,050 | $3,730-71.9% | $13,708-92.3% | $3,454-69.6% |